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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,198 | $108,882-98.9% | $96,754-98.8% | $154,746-99.2% |
| Participation rate | 70.6% | 75.1%-4.5pp | 70.3%+0.3pp | 80.7%-10.1pp |
| Annual return | 21.02% | 98.39%-77.4pp | 82.04%-61.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $679 | $5,323-87.2% | $4,758-85.7% | $6,730-89.9% |
| Admin fee / account holder | $394 | $10,200-96.1% | $8,905-95.6% | $14,365-97.3% |